How do I assign a form to multiple employees?

Single stage forms can be assigned to multiple employees at the same time by selecting the “Administration” option on the main menu, then selecting the “Employee Form Templates” option.

Note: Only form templates with a single stage can be assigned in bulk.

On the “Manage Employee Form Templates” page shown, click on the “Bulk Assign Employee Forms” link at the top of the page.

On the page shown, use the controls at the top of the page to select the employees to assign the form to by either selecting the individual employees, or by changing the “Select Mode” dropdown to “Select by Group”, you can select a team, location or department to assign the form to.

Next, give the form a title and enter any instructions you want to provide to the employees, select the template to use and finally provide a date by which you would like the form to be completed by and click the “Bulk Assign Form” button to complete the process.

 

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